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The Need for Self Worth in Retirement
A lot of people talk about having an early retirement but for some that creates a bigger problem, what do you do with all that spare time? We often discuss the quantative side with clients, ie how much money…
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How to Win the Loser’s Game, Part 3
Fund charges, as we discovered in Part 2, compound hugely over time and can make a huge dent in your long-term investment returns. But as well as being very expensive, actively managed funds have a dismal…
Read moreTop tips for Financial Planning Week
This week, 23rd – 29th November, is Financial Planning Week. At Santorini Financial Planning we want to help you by providing you with some top tips for Financial Planning Week to…
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What happens to my pension and savings when I die?
Touching on inheritance tax, this video helps you to answer a key question which you may worry about in later life, whilst also covering the recent change to the 55% pension ‘death tax’.
Read moreTax free saving with an ISA or pension
Many of our clients will be aware of the advantages that can come from tax free saving with an ISA or pension to save for your future. If you are not currently a client however, or are…
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November Market Commentary
In all the time we’ve been writing these market commentaries it’s difficult to remember a more turbulent month than October 2014. Throughout the summer we have been writing about events in the Ukraine and the…
Read moreHow to Win the Loser’s Game, Part 2
The investment industry and the media tend to focus on fund performance. But research shows that the most reliable indicator of long-term investment returns is in fact cost. Expressed as percentages, fund fees appear relatively…
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How to Win the Loser’s Game, Part 1
Most of what we see and hear about how to invest comes from either the fund industry or the financial media – both of which have their own agendas. This landmark documentary is an attempt to redress the…
Read moreOne in three of us plan to use the markets in retirement
New research from MGM Advantage, the retirement income specialist, suggests that UK adults are planning to use equity investments to help them outstrip inflation and manage the rising cost of living. Over half (53%) of UK adults rate the…
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October Market Commentary
Throughout the summer this bulletin has been focused on events in the Ukraine, now we have an admittedly uneasy truce in the region and the focus of the world’s discontent has moved elsewhere, currently the Turkish/Syrian border.
Read more55% Pension ‘death tax’ to be abolished
Speaking at the Conservative Party’s Annual Conference, Mr Osborne announced the abolition of a so-called pension ‘death tax’, which can see any pension remaining on death taxed at a rate of 55%, before it is passed…
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September Market Commentary
The phrase ‘the world looked a dangerous place’ has been used many times to describe the status of the markets. Never has that seemed more true than in August. In Northern Iran/Iraq the so called…
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